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Agency Management In A Changing Marketplace

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CompleteMarkets Editor, Carol Hammes 4/24/2014 12:00:00 AM
The changing marketplace is presenting several new pressures and challenges for the owners of independent agencies. The success...
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Collections

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CompleteMarkets Editor 4/30/2013 10:38:09 PM
COLLECTIONS The purpose of a collection system is to collect money owed to the agency without alienating the insured. In this section, we will answer the following questions: Who s...
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Equitable Estoppel And Insurance Premium Payments

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CompleteMarkets Editor, Christopher Kenney 4/30/2013 10:41:34 PM
EQUITABLE ESTOPPEL AND INSURANCE PREMIUM PAYMENTS by Christopher Kenney Like the rest of us, insurers can't have it both ways. This generalization is particularly true with regard to an insurer...
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Keeping Accounts

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CompleteMarkets Editor 4/30/2013 10:38:55 PM
KEEPING ACCOUNTS You work for maximum efficiency. You spend a lot of effort on improving service and getting leads, and you streamline your time by discarding dead-end business, such as cancell...
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Make Your Clients Feel Appreciated!

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CompleteMarkets Editor, Catherine Oak 4/30/2013 10:43:49 PM
MAKE YOUR CLIENTS FEEL APPRECIATED! by Catherine Oak At your next general staff meeting, ask your people what they can do to get each client they see to feel appreciated. Have a leader ga...
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Work Flow Procedures Manual-Commercial Binder Billing - Reg Accts

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CompleteMarkets Editor 4/30/2013 10:40:51 PM
COMMERCIAL INSURANCE BINDER BILLING PROCEDURE Cash flow in insurance agencies has become an ever increasing area of concern. Most agencies have thousands of dollars of accounts receivable as a r...
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